Next Week: Earn 6 CE Credits
January 19th, 20th and 21st

Complimentary

Single-Click Registration

Once you register for one webinar, simply click on any other sessions
you wish to attend—and you’re automatically registered.

Live, Interactive CE and CE Virtual Forums

Tuesday, January 19th

Philanthropy • 11:00 am ET

How to Handle Appraisals for Donations of Property

Explains how the 30% of adjusted gross income limit on gifts of appreciated assets affects appraisals—and why for real estate, art or other property, it’s important to carefully manage the process of appraisal. Register

Speaker

Robert F. Sharpe
Philanthropic Consultant

Robert F. Sharpe

Speaker

Heath R. Delay
Co-Founder and Principal

Redlands Corporation

Moderator

Susan R. Lipp
Editor in Chief

Trusts & Estates

Fiduciary Professions • 2:00 pm ET

Investment Strategies for Trusts

Reviews the best investment strategies—and legal principles—for trustees to consider and follow when looking to balance various factors to carry out the trust purpose in the best interests of its beneficiaries. Register

Speaker

Greg Singer
Investment Director

Capital Group Private Client Services

Speaker

Liz Miller
President

Summit Place Financial Advisors

Speaker

Patricia Angus
Founder and CEO

Angus Advisory Group

Moderator

Bob Breshock
Managing Director

Parametric

Panel Sponsor

Wednesday, January 20th

Estate Planning & Taxation • 11:00 am ET

Planning for Tangibles

Uncovers the emotional issues, testamentary plan structure, titling considerations and lifetime gifting issues around tangible property—and the high-level challenges when trying to plan for it. Register

Speaker

Kim Kamin
Principal and Chief Wealth Strategist

Gresham Partners

Speaker

Martin M. Shenkman
Founder

Shenkman Law

Speaker

Sandra D. Glazier
Partner

Lipson Neilson

Moderator

Susan R. Lipp
Editor in Chief

Trusts & Estates

Philanthropy • 2:00 pm ET

Quid Pro Quo for Charitable Gifts

Steps planners through requirements for quid pro quo (QPQ) gifts—payment made partly as a contribution and partly in consideration for goods or services—and the special rules regarding tax deductions. Register

Speaker

Rachel Sherman
Principal

Cummings & Lockwood

Speaker

Katherine Gent
Associate, Private Clients Group

Cummings & Lockwood

Speaker

Jeffrey D. Haskell
Chief Legal Officer

Foundation Source

Moderator

Anna Sulkin
Associate Legal Editor

Trusts & Estates

Panel Sponsor

Thursday, January 21st

Family Businesses • 11:00 am ET

Selling a Family Business

Considers the latest best practices—as well as the family dynamics issues and tax considerations—for dealing with families who are thinking about selling their businesses. Register

Speaker

David Leibell
Senior Wealth Strategist

UBS Private Wealth Management

Speaker

Brain Hans
Executive Director

UBS

Moderator

Susan R. Lipp
Editor in Chief

Trusts & Estates

Fiduciary Professions • 2:00 pm ET

10 Clauses Fiduciaries Hate

Exposes the terms or language that practitioners who draft trust documents don’t always consider that can make it very hard for fiduciaries to enforce the grantor’s wishes. Register

Speaker

Gail Cohen
Chair

Fiduciary Trust Company International

Speaker

Pamela Lucina
Executive Vice President

Northern Trust Corporation

Moderator

David Lenok
Senior Wealth Planning Editor

WealthManagement.com

WHO SHOULD ATTEND

• HNW investment advisors
• Financial planners
• Estate-planning attorneys
• Trust officers
• CPAs/accountants
• Counselors to non profits and foundations
  

“It’s a great way to start off the year with quality education designed to provide a clearer understanding of what the future holds for wealth planning—and get an early jump on CE and CLE for 2021.”

—Susan Lipp, Editor in Chief,
Trusts & Estates

Continuing Education (CE) and Continuing Legal Education (CLE) Credits:

CFP, CIMA®, CPWA®, CIMC®, RMA®, AEP® and NACLE credits have been applied
for and are pending approval.

Not able to attend the live events?

Archived versions of Trusts & Estates Virtual Forums are available for viewing on-demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available.

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